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Just love the small cap pharmas like NFX and CIZ. Both priced like a bag of pub nuts, but one announcement away from serious rerates.

https://vimeo.com/1176276492?fl=pl&fe=ti

Just love the small cap pharmas like NFX and CIZ. Both priced like a bag of pub nuts, but one announcement away from serious rerates.

https://vimeo.com/1176276492?fl=pl&fe=ti

I have just found and listened to this, this is from about 3 months ago.

https://vimeo.com/1176276492?fl=pl&fe=ti

What he says in the final 5mins really does sound promising that the company is in very advanced discussions with several pharma companies.

He also comes across as very confident.

Both to multibag

Okay thanks

Under the raise, many will be eager to build as the available stock isn't infinite and it gets very costly trying to build a decent sized position when the stock starts to shift.

The volume out of nowhere today shows the risk of selling out during a lull or before the stock hasn't moved well above theraise price where investors had the confidence to commit £1,000,000. Sell below and he MMs simply absorb it all for days/weeks/months and then in a single day or week of trading let it go to all time heights, which erases all previous losses.

If more just adopt bit of conviction, not even much you can be selling for a hefty profit, rather than a small/moderate or a big loss. Aim of the game is to make serious money isn't it.

If you believe the company is on to something, in this case the clinical adoption of NXP002, then consider choosing conviction over capitulating in frustration! You never know when you wake up to a 7am banger, an exclusivity agreement, positive trial results, licencing deal with a bespoke or known pharma and the shares will be at 1.00p and over. Likewise you never know which day or week the buyers start to position ahead of a big move in anticipation of great updates.

Something about reading the intricies of crushing and overall production process makes me want to own a lot more shares. I want to gain as much exposure of this company and a copper production Hope & Gorob as I can before the herd realises where this is heading.

I remember PREM hitting a £250million market cap in the run up to production a few years ago. Unfortunately for them they were using a very unorthadox plant that had never been used before for lithium processing. Plus lithium production in general is very complex aas spodumene requires very intricrite reagent tinkering in the flotation section which takes a long time to optimise. It also can't handle any contaminants.

So I love the simplicity of copper resources and production in comparison to lithium. Just a way more straight forward process sheet.

Currently priced at £30-35m and a run to a £250mcap here ahead of production would take it closer to 1.00p a share. That sounds like a very conservative place for this to be sitting before the receipt of first revenues, which in this copper climate will be substantial from the get go. Then the market can rate this over 1.00p.

Some look at the share price and think holy moly I'm up 10-20-50-100%!!! I must sell. But look at the market cap right now, look at the NLZM plant, the scale of Hope & Gorob and the revenue potential in just a matter of weeks. Does this market cap really seem fair given all of that? Do you think the market cap has tremendous legroom to rerate much higher.

I want as much shares as I can afford under 0.2p as I believe I can be selling them well above 1.00p.

Would appreciate the input

Hi can anyone familiar with NFX confirm?

How does it compare to IMM deals?

Anyone know of any similar licencing deals and the cash injections involved in such transactions?

Can walk to 0.50p as always, like it did a few times in anticipation and also to 1.00p, but i am looking forward to 3.00p+ when the licencing starts rolling in

Is one of them going to be Astrazeneca?

Rationale below:

1. Astrazeneca researching new sciences in IPF: https://www.astrazeneca.com/what-science-can-do/topics/disease-understanding/research-idiopathic-pulmonary-fibrosis.html#

2. Dan began his career in commercial roles with pharmaceutical excipients companies including FMC and Dow Corning. At Accelrys Ltd, Dan was responsible for sales across the UK and Southern Europe, leading business development within the emerging nanotechnology, drug delivery and formulation sectors, achieving licensing deals with Johnson & Johnson and AstraZeneca

3. RNS: "Seeking global licensing deals. "

4. RNS: "Ongoing out-licensing discussions and due diligence with both large pharmaceutical and speciality pharma partners."

5. IPF is classified as a rare disease and presents a global commercial market that is forecast to grow to US$6.4bn by 2031.

NFX priced as a bag of peanuts and could easily be worth a few hundred million mcap with a deal or two. Many multiples of the present mcap.

The usual X crew haven't mentioned this once today. Tends to be all over the socials when the buyers turn up, but not today.

About time for licencing news.

Dr Dan Gooding, Executive Director, Nuformix, said: "We are delighted to receive confirmation that Orphan Drug Designation has been granted by the FDA for our NXP002 programme in IPF, a high-mortality rare disease, in urgent need of new treatments. The granting of ODD in the United States, alongside the European EMA ODD granted in April 2025, will be valuable for the potential future licensing partners we are in discussions with and I look forward to providing further updates in due course."

Copper price heading up

So just the initial producion can send this to 25p a share

Https://x.com/Minerals_Invest/status/2070036963520909491?s=20

https://thatstocksguy.substack.com/p/bezant-resources-73f?r=8l14pa&utm_medium=ios&triedRedirect=true&_src_ref=t.co

Https://x.com/Minerals_Invest/status/2070036963520909491?s=20

https://thatstocksguy.substack.com/p/bezant-resources-73f?r=8l14pa&utm_medium=ios&triedRedirect=true&_src_ref=t.co

Thoughts?

The Hope + Gorob Mine Project has officially broke ground.

'Lazarus Kanelombe, Chairperson of the Erongo Regional Council said the project is expected to play a key role in strengthening the region's mining sector while supporting long-term economic development.'

https://www.facebook.com/namibiansun/

This NLZM plant is an absolutely enormous get for the company.

Calling it a shrewd bit of business acquiring the NLZM plant is an understatement.

1. Tens of millions of pounds saved and no debt, as it would have cost £50million to acquire and build from scatch?

2. Permitting bypassed and approved. Saving the company from headaches with applications and delays.

3. Production fastracked by 2-3 years

4. Has a serious shot of self-funding the scale up of the production itself

Highly economical copper project with high grades, long LOM, big resource upside

All permitting in place

Export ready

Production plant and all infastructure in place, worth about £50million alone.

The immediate profit potential with strong margins

Credits from other metals

Highly scaleable

Could well see a takeover bid before the year is out. Even £150-200m would be a lowball and pocket change for the big mining companies. Not that I want that but could come this way quickly.

Https://www.mining.com/appian-deepens-namibia-push-with-400m-copper-mine-buy/

Appian Capital Advisory has acquired Omico Copper in a deal giving the mining-focused private equity firm a 95% stake in Namibia’s Omitiomire copper project as it expands its exposure to a metal expected to face surging demand growth.

The mining-focused private equity firm plans to spend more than $400 million to develop Omitiomire into a mine producing about 30,000 tonnes of copper annually over a 15-year mine life, with first production targeted within three years.

Bezant first production within 1-3 months it all sounds like, we wait an RNS.